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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-26-2023
- Office Locations
- 1
Office Locations
About Pacific Peak Advisors, LLC
Pacific Peak Advisors is a Ketchum, Idaho wealth management firm serving individuals, families, retirees and business owners. The team provides comprehensive financial planning and investment management, plus retirement, tax strategy, insurance/protection, and legacy planning, with portfolios spanning equities, fixed income, mutual funds/ETFs and diversifiers such as REITs and CDs. Clients can use the Pacific Peak Toolbox secure portal for real-time net worth insights, planning tools and document storage; Fidelity/NFS is listed as custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Robin Jean Robertson
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1314405
- Ownership
- 75% or more
Sean Michael Kovich
Broker, Chief Investment Officer
- CRD
- #5307667
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,737,393 | $539,126 |
| Non-Discretionary | $0 | -- |
| Total | $223,737,393 | $539,126 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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